Position in CL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$23,561
+$3,886 QoQ
Shares Held
257
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,872
of 2,002 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $665,143 across 8 Household & Personal Products names. CL ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,596 | $380,676 | |
| 2 | UL |
Unilever PLC
|
2,208 | $132,744 | |
| 3 | KMB |
Kimberly Clark Corp
|
905 | $99,341 | |
| 4 | CL |
Colgate Palmolive Co
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|
257 | $23,561 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
108 | $10,462 | |
| 6 | CLX |
Clorox Co /De/
|
99 | $9,448 | |
| 7 | KVUE |
Kenvue Inc.
|
264 | $5,044 | |
| 8 | EL |
Estee Lauder Companies Inc
|
49 | $3,867 |
All Filings in CL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,561 | 257 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $19,675 | 249 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,307 | 204 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $22,270 | 245 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $22,675 | 242 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $22,272 | 245 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,360 | 42 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,075 | 42 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,782 | 42 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $3,347 | 42 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,986 | 42 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,235 | 42 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $3,156 | 42 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||